James
Hagen
Bcu Wealth Advisors, LLC
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About this Advisor
James Hagen is a financial advisor based in Vernon Hills, Illinois, working with Bcu Wealth Advisors, LLC. James has previously held positions at Bull Valley Golf Club, Stryker, Medline Industries, Lpl Financial LLC, Thrivent Investment Management Inc, Thrivent Financial, Bcu Wealth Advisors, LLC, Cuso Financial Services, Lp, and Baxter Credit Union. James has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, James is part of Bcu Wealth Advisors, LLC, which operates out of Vernon Hills, Illinois. The firm has 16 offices and 17 employees. The firm manages assets totaling $449.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Bcu Wealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bcu Wealth Advisors, LLC Brokerage Details
$449,891,357
17
1,717
$262,022
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
James Hagen Work History
Bcu Wealth Advisors, LLC
Baxter Credit Union
Lpl Financial LLC
Cuso Financial Services, Lp
Thrivent Investment Management Inc
Thrivent Financial
Thrivent Financial
Bull Valley Golf Club
Lpl Financial LLC
Stryker
Medline Industries
Bull Valley Golf Club
Disclosures
Please visit the SEC profile of James Hagen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bcu Wealth Advisors, LLC
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Vernon Hills, IL
Santa Ana, CA
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